Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2198)

[muenchenguru]

Hier die Bewertung v. Laurence Roulston in seiner Jan.-Ausgabe v. Resource-Opportunities.
Im Fokus dieser kleinen Analyse steht der kürzlich abgeschlossene Spin-Out v. CIM, den die bisherigen Aktionäre eingebucht bekommen.
Die gleichzeitig angestrebte Kap.erhöhung hat in der angestrebten Höhe zwar nicht funktioniert, aber immerhin steckt Jack Stoch (CEO Globex) 1,2 Mio $ privates Geld in die Entwicklung v. CIM.

Last updated September 2012-1 Globex Mining Enterprises (GMX-TSX)
Globex has completed the spin-out of its subsidiary Chibougamau Independent Mines Inc. (CIM) and that company is due to begin trading soon on the TSX Venture Exchange. Globex shareholders are to receive one share of CIM for each share of Globex. CIM holds the property interests previously held by Globex in the Chibougamau region of Quebec, a highly prolific mining district that produced both gold and base metals. The CIM projects include five past producing mines, which host two metal deposits with historic (noncompliant) resources. There is a great deal of exploration potential immediately around the historic mines, as well as throughout the district, most of which is now held by CIM.
CIM is well funded, having raised $1.4 million of flow-through funding at C$0.65 per share plus $1.2 million of unallocated working capital at C$0.50 per unit. (The company is required to spend the flowthrough on specified exploration within the next year and pass the tax benefits of that spending to the investors.) Very significantly, the hard-dollar funding came from Jack Stoch, the president of both Globex and CIM, demonstrating an exceptional show of support for the company in this difficult market.
Shares of Globex are off only slightly from the pre-distribution level, implying that shareholders will score a big gain if the CIM shares trade at anywhere near the financing price. Given the huge upside potential in the CIM assets, the shares merit a price at or above that level… but, this is an unusual market. If the shares trade below the implied level of C$0.50, it would be a buying opportunity.
CIM intends to begin exploration immediately upon concluding the spin-out and the listing, with the focal point being a drill program on a historic resource at Berrigan that was drilled from the 1940s through the 1960s. The focus of the earlier work was on the base metal potential. Reevaluation of the historic work shows the potential for high grades of both gold and silver, with one drill intercept encountering 15 meters of 8 grams per tonne. The drilling to date outlines a substantial deposit of base metals, with good precious metals credits. All of the drilling was shallow, leaving the system wide open at depth. In addition to Berrigan, there are numerous other highly prospective zones that have not been looked at on a comprehensive basis using modern exploration approaches. We will provide more details of CIM once that company begins trading.
In the meantime, Globex still has interests in over 100 exploration properties, mostly in Canada, covering a range of metals including gold, silver, platinum, palladium, base metals and specialty metals. Joint venture partners are providing funding on 11 projects, with other deals in the works.
It is expected that the spin-out of CIM will be the first of a number of similar deals.
This company represents an exceptional way to participate in a diversified exploration program.
Price January 16, 2013: C$0.89 Shares Outstanding: 27 million Shares Fully Diluted: 29 million Market Cap: C$24 million Contact: Investor Relations 1-819-797-5242
www.globexmining.com Last updated November 2012-1

[rolleg]

Orbite Produces First Tonne of High Purity Alumina at Plant in Cap-Chat, Quebec
http://app.quotemedia.com/quotetools/newsStoryPopup.go?story…


Keys to Rare Earth Companies’ Success: Innovation, Cost Efficiency

TICKERS: AVL; AVARF, CCE; D7H; CMRZF, LYC, MAT; MRHEF, MCP, NRE, ORT; EORBF, QRM, TAE, TSM; TAS; TASXF; T61, TYHOF

Source: Zig Lambo of The Metals Report (1/22/13)

Alex Knox Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first—and at what cost? In this interview with The Metals Report, Knox tells investors what questions they need to ask management and highlights companies that are progressing toward production.
...http://www.theaureport.com/pub/na/14941

[tommy-hl]

Eisenerz

Für 62%iges Fe wird zurzeit 145-146 $/t geboten:



Die große Preisspanne zwischen spot und 12M-Swap wird allmählich kleiner. In dem niedrigeren 12M-Preis spiegelt sich noch die Skepsis wider:

[tommy-hl]

Antwort auf Beitrag Nr.: 44.040.438 von XIO am 19.01.13 11:33:18

Hi XIO,

ein weiterer Favorit von "Anatol" ist CAS. Hier ein post von ihm in Antwort auf einen andern user:

re: Ann: Posse Iron Ore Project Receives Oper... (anatol)

Hi Gwaihir

You told me CAS before on ELM thread and I am in. Thanks for that. CAS is a great stock. I even watched their videos on web site, that is a great team, very good management.

Posse is the main thing attracted my attention together with huge upside of gold resources. Otherwise I wouldn't buy any other junior gold stock atm. After I bought in Posse is approved.

I think CAS will be able to provide most of the finance from the Posse production. I think I will be buying much more over the time.

Good luck with CAS

[Kongo-Otto]

Ugly bear market may be an opportunity, Vancouver conference told

Speakers had both good and bad news for thousands of attendees, who showed up that the Cambridge International mining conference in Vancouver.

It’s going to be another challenging year for investors who aim to profit in the mineral exploration sector, a mining investment conference was told Sunday.

Experts said the junior resource sector is caught up in “an ugly bear market’’ that shows no signs of ending and will cause hundreds of cash-strapped companies to disappear as they get swept up in mergers and acquisitions or simply run out of cash.

But there was also some good news for thousands of attendees who showed up that the Cambridge International mining conference in Vancouver.

“If you invest intelligently in this market, you are going to make money,’’ said Rick Rule, the California-based Chairman of Sprott Global Resources Investments Ltd.

That’s because companies with good assets, strong balance sheets, and savvy managers are available at fire sale prices to investors with the ability to understand the value of assets and the variables that can impact mineral exploration projects, Rule said.

Those sentiments were echoed by a handful of other conference speakers, who said share valuations have been decimated by factors that include sluggish gold prices and concerns about the impact on commodity prices of slowing growth in China.

Among them was Annapolis, MD., money manager Adrian Day, who said investors should focus on project generators with lots of cash in the bank.
[...]

[tommy-hl]

Zitat von Videomart: Sunridge Gold (vorgestellt am 10.01.13), läuft bisher sehr erfolgreich.

Das Erscheinen der Feasibility-Studie für das Asmara Project wird weiterhin für das 2. Quartal 2013 angekündigt.

Hallo Videomart,

die ökonomischen Voraussetzungen für das Asmara Projekt sind lt. PFS sehr gut, wenn man die relativ niedrigen Metallpreise, die damals Basis waren, mit den heutigen Metallpreisen vergleicht.

Was mir ein bisschen Sorge bereitet sind die hohen CapEx von fast 500 Mio. $. Eine Finanzierung dieses Betrages würde sich ziemlich schwierig gestalten. Ich vermute mal das ist wohl auch der Grund, dass die FS gegenüber der PFS abgeändert wird, und einen stufenweisen Produktionsaufbau vorsehen wird.

Der Einstieg mit DSO-Produktion dürfte sich einfacher gestalten lassen.

Eritrean National Mining Corporation (“ENAMCO”) wird sich ja wohl mit 30% beteiligen.

Ist Dir bekannt, ob sich von den Großaktionären (z. B. Antofagasta Minerals, Lundin Mining) jemand an den CapEx beteiligen will (sei es beispielsweise durch offtake-agreement/loan oder Kauf von Aktien)?

[Videomart]

Sunridge Gold (vorgestellt am 10.01.13), läuft bisher sehr erfolgreich.

Das Erscheinen der Feasibility-Studie für das Asmara Project wird weiterhin für das 2. Quartal 2013 angekündigt.
http://www.sunridgegold.com/s/PressReleases.asp?ReportID=565…

Ein "Technical Report" für das neue Vorkommen Adi Rassi wurde erst am Freitag veröffentlicht
http://www.sunridgegold.com/s/PressReleases.asp?ReportID=566…

http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…

[Kongo-Otto]

Antwort auf Beitrag Nr.: 44.041.023 von tommy-hl am 19.01.13 17:09:57

die 0.58CAD hatte ich auch Anfang der Woche schon als ersten Haltepunkt angekündigt.
Imho könnte es so laufen, dass der Kurs am Montag auf 0.61CAD hochfedert, Dienstag nochmal die 0.58CAD bestätigt und dann, mit den gedrehten Indikatoren im Rücken, gen Norden steigt.

PFS soll Ende Januar kommen. Das wird spannend!

Aufpassen muss man wegen des TSX! Dieser ist überkauft und hier steht eine Korrektur an!
Könnte Druck auf CHM und die anderen Werte bringen.
Mal sehen wie weit die Korrektur geht bzw. ob die 12500 halten werden.
Ansonsten wäre die 12300 das nächste Ziel.

[tommy-hl]

Champion Iron

Nach dem schönen Anstieg seit E. 2012 kam es nun doch zu einer Korrektur bei mittelhohem Volumen. Da wollten wohl einige Gewinne mitnehmen, immerhin bis zu 80%! Die 0,58 Marke dient als Unterstützung. Ein Durchbrechen würde nochmals die letzten Tiefs wahrscheinlich machen. Dafür könnte eine negative Meldung als Beschleuniger dienen.

Steht nicht eine wichtige Nachricht an?

Rein charttechnisch tippe ich aber eher auf ein Hochfedern bei 0,58.

[XIO]

interessanter potash vergleich.

http://hotcopper.com.au/post_single.asp?fid=1&tid=1922864&ms…